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WBK

Westpac Banking Corporation

Delisted

WBK was delisted on the 28th of January, 2022.

154 hedge funds and large institutions have $449M invested in Westpac Banking Corporation in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 46

5% less funds holding

Funds holding: 162154 (-8)

7% less capital invested

Capital invested by funds: $484M → $449M (-$34.8M)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
154
Holders Change
-8
Holders Change %
-4.94%
% of All Funds
3.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
48
Reduced
46
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
101
SG Americas Securities
New York
$231K +$92.2K +3,800 +63%
BAC
102
Boys Arnold & Co
North Carolina
$225K
CS
103
Credit Suisse
Switzerland
$216K -$804K -33,136 -78%
Artisan Partners
104
Artisan Partners
Wisconsin
$214K -$1.74M -71,608 -89%
FIM
105
Freedom Investment Management
Connecticut
$213K -$168K -6,932 -43%
ICM
106
IMS Capital Management
Oregon
$212K +$3.64K +150 +2%
Lazard Asset Management
107
Lazard Asset Management
New York
$210K
SGA
108
Strategic Global Advisors
California
$204K +$1.21K +50 +0.6%
GT
109
Glenmede Trust
Pennsylvania
$163K
Creative Planning
110
Creative Planning
Kansas
$150K -$2.62K -108 -2%
HDIM
111
Hanson & Doremus Investment Management
Vermont
$149K
PCP
112
Proficio Capital Partners
Massachusetts
$134K +$23.3K +958 +22%
HNB
113
Huntington National Bank
Ohio
$112K +$5.58K +230 +5%
KTC
114
Kistler-Tiffany Companies
Pennsylvania
$83K
JP Morgan Chase
115
JP Morgan Chase
New York
$77K +$2.11K +87 +3%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.2K
AG
117
Advisor Group
Arizona
$76K +$4.64K +191 +6%
AssetMark Inc
118
AssetMark Inc
California
$70K -$238K -9,809 -77%
WT
119
Whittier Trust
California
$55K
IA
120
IFP Advisors
Florida
$52K +$4.3K +177 +9%
WAM
121
Wealthspire Advisors (Maryland)
Maryland
$43K +$7.47K +308 +20%
SPIA
122
Steward Partners Investment Advisory
New York
$40K
OAM
123
Oppenheimer Asset Management
New York
$40K +$11.2K +461 +37%
SQA
124
Simon Quick Advisors
New Jersey
$36K
LIA
125
LS Investment Advisors
Michigan
$34K

WBK Hedge Fund Activity: Q2 2017 in Review

154 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q2 2017, worth a combined $449M — down 7.2% from $484M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of WBK and 15 opened new positions — a net loss of 7 holders — while 46 trimmed existing stakes and 48 added.

The largest buyer was Royal Bank of Canada, adding an estimated $15.9M. The largest seller was Federated Hermes, exiting entirely with an estimated $3.82M sold.

  • 154 institutional investors held Westpac Banking Corporation (WBK) as of Q2 2017, down from 162 in Q1 2017.
  • Funds reported $449M of Westpac Banking Corporation stock for Q2 2017, down 7.2% quarter-over-quarter.
  • 15 funds opened new Westpac Banking Corporation positions in Q2 2017 and 22 closed out, a net change of -7 holders.
  • The largest Westpac Banking Corporation buyer in Q2 2017 was Royal Bank of Canada, an estimated $15.9M added.
  • The largest Westpac Banking Corporation seller in Q2 2017 was Federated Hermes, an estimated $3.82M sold.

Based on aggregated 13F filings for Q2 2017.